Stephen O’halloran – Financial Adviser
Adviser identifying number: 253300
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: WEALTH MANAGERS PTY LTD
Licence number: 232701
Licensee’s ABN: 27086558134
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017]
The date the Financial Adviser commenced the appointment: 10/01/2007
The date the Financial Adviser ceased the appointment: 29/02/2008
Name of the Authorised Representative: STEPHEN O’HALLORAN
Authorised Representative identifying number: 000253300
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Financial Planning Association – DFP 1 ? Introduction to Financial Planning
- Insurance Planning ? Principles & Applications – Independent Centre of Financial Planning
- Investment Planning – Integratec Training Pty Ltd
- Superannuation & Retirement Planning – Integratec Training Pty Ltd
Relevant memberships of professional bodies or industry associations:
Stephen O’halloran is authorised to provide advices on following products: